Close Com Tools

Extracts a list of all email thread activities, aiding in managing and reviewing email communications with clients. Perfect for ensuring continuity in...

Retrieve a record of all created activities, helping you keep a keen track of sales team efforts and customer interactions. Best used for performance ...

Get a record of all bulk edit actions performed, providing insight into mass data updates. Apply this tool to audit changes or coordinate large-scale ...

Fetch a list of pre-defined email templates from your Close.com account. Useful for quickly accessing and sending customized emails during sales outre...

Provide a comprehensive list of email activities, useful for analyzing email engagement or preparing follow-up strategies. Employ this tool to review ...

Compile a record of 'send-as' email identities used within Close.com for corporate or alias sending. Critical for compliance auditing or configuring s...

Generate a list of all integration links set up in Close.com to manage third-party connections. Use it to review current integrations or diagnose conn...

List tasks created from voicemails to ensure timely follow-up actions. Ideal for maintaining a structured communication workflow by responding to miss...

Access a comprehensive list of all events logged in your sales platform for activity tracking and analysis. Utilize this tool when auditing past sales...

Extract a list of custom activities logged in your Close.com system to expand tracking beyond standard metrics. Use this tool to customize performance...

Access all custom fields configured for leads in your Close.com account. Use this when you need to reference or customize lead attributes tailored to ...

Retrieve a list of scheduled meeting activities in your Close.com account. Use this tool to review and analyze all upcoming and past meetings for opti...

Retrieve all custom fields applied to contacts in your Close.com account. Ideal for managing and viewing specific contact information that extends bey...

Retrieve documentation of bulk deletions conducted in your Close.com account. Use this tool when you need to review or audit mass data removal activit...

Gather a list of all your sales leads from the Close.com platform for a comprehensive overview of potential clients. Suitable for organizing lead foll...

Retrieve a list of users from your Close.com account. Use this to view or manage team members and their roles within your organization. This tool retu...

Retrieve all email sequences set up in your Close.com environment. Utilize this for automating follow-ups and nurturing leads over email. Returns sequ...

Get a comprehensive list of all contacts in your Close.com account. Use this for contact management, segmentation, or campaign targeting. Returns cont...

Access all opportunity statuses available in your Close.com system. Ideal for tracking and managing the sales pipeline stages effectively. Returns sta...

Retrieve a list of all dialer activities from your Close.com account, including activity details and timestamps. Use this tool to monitor and analyze ...

Fetch a list of all bulk email actions performed in your Close.com system, such as mass email sends and campaigns. Ideal for reviewing past email acti...

Fetch custom fields associated with opportunities in your Close.com platform. Use this to enhance opportunity tracking with tailored information. Retu...

Get a detailed history of status changes for sales opportunities. This is useful for auditing the lifecycle of your opportunities and optimizing the o...

Retrieve information about Zoom accounts linked to your Close.com system. This is useful for managing video communication integrations and verifying a...

Retrieve all lead statuses configured in your Close.com account. Use this to understand or modify how leads are categorized through your sales workflo...

List all custom fields related to activities in your Close.com setup. Useful for enhancing activity tracking with specific metrics or attributes. Prov...

Access a list of SMS activities for efficient communication tracking and evaluation. Utilize when reviewing outbound and inbound SMS interactions. Ret...

List all sales pipelines configured in your Close.com account. Employ this for pipeline management, adjustments, or performance assessment. It returns...

Access a list of sequence subscription actions made in bulk, enabling oversight of automated email sequences. Utilize this tool to track and audit seq...

Retrieve a collection of your saved Smart Views, which are custom filters for leads and opportunities. Use this tool when you need to access or manage...

Fetch a list of opportunities within your sales pipeline, assisting in sales forecasting and progression analysis. Use it to prioritize tasks and acti...

Compile a list of call activities within the sales platform, supporting detailed analysis of telecommunication touchpoints. Best used for validating c...

Fetch a log of status changes for leads in your CRM. Use this tool to track and analyze the progression of leads through your sales funnel. Returns de...

Retrieve a complete list of user roles defined within your Close.com environment. Use this for permission audits or role management tasks. It provides...

Retrieve a list of completed task activities in your sales workflow. Use this when you need to review finished tasks to ensure accountability and prod...

List all note-taking activities connected with your leads and opportunities, optimizing documentation practices. Ideal for reviewing written insights ...